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JMVZX vs JVMCX
JMVZX vs JVMCX Comparison
Open Charts JMVZX vs JVMCX
JPMorgan Mid Cap Value R2
Price$33.29
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets12.8B
JHancock Disciplined Value Mid Cap C
Price$27.30
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets22.61B
JMVZX vs JVMCX Comparison Chart in %
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JMVZX vs. JVMCX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JMVZX is a Buy and JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.6B vs. JMVZX (12.8B). JMVZX pays higher dividends than JVMCX: JMVZX (0.49) vs JVMCX (0.00). JMVZX was incepted earlier than JVMCX: JMVZX (17 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than JMVZX (1.46). JVMCX is a more actively managed with annual turnover of: 47.00 vs. JMVZX (28.00). JMVZX has a lower initial minimum investment than JVMCX: JMVZX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : 1.79 vs. JMVZX (0.98). JVMCX return over 5 years is better than : 55.49 vs. JMVZX (14.93).
| JMVZX | JVMCX | JMVZX / JVMCX | |
| Total Expense Ratio | 1.35 | 1.87 | 72% |
| Annual Report Gross Expense Ratio | 1.46 | 1.88 | 78% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 2.620 | 7.905 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 22.6B | 57% |
| Annual Yield % from dividends | 0.49 | 0.00 | - |
| Returns for 1 year | 0.98 | 1.79 | 55% |
| Returns for 3 years | 1.55 | 20.12 | 8% |
| Returns for 5 years | 14.93 | 55.49 | 27% |
| Returns for 10 years | -3.48 | 35.64 | -10% |
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